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Showing 5751 - 5760 of 18266 results for "Plan"

The rise of challenger banks in Australia: SIBOS

MICHELLE BALTAZAR  |  THURSDAY, 25 OCT 2018
Challenger banks :86400, volt and xinja mount plans to disrupt the banking oligopoly in Australia. Speaking at the SIBOS Conference held in Sydney this week, senior heads at the three challenger banks spoke about how changing customer needs, fintech ...

Digital advice engagement spikes for super members

KARREN VERGARA  |  THURSDAY, 25 OCT 2018
... model their retirement future, with engaged members logging in to the system multiple times to create, review or update a plan for their super. "Funds that have led in digital advice can demonstrate clear growth in engagement - their members are more ...

Challenger expands distribution reach

KARREN VERGARA  |  WEDNESDAY, 24 OCT 2018
Challenger is ramping up its distribution capabilities by launching its annuities on a fifth platform. Challenger fixed-term and lifetime annuities will launch on the netwealth platform. It follows an announcement in August that saw products made available ...

Advice dealer group takes out governance award

JAMIE WILLIAMSON  |  TUESDAY, 23 OCT 2018
One of IOOF's newly-acquired dealer groups was recognised in the Governance, Risk and Compliance Institute's annual awards. Elders Financial Planning took home the Team of the Year Award at a function hosted in Sydney. Elders Financial Planning general ...

Chief economist update: If you can't beat Trump, copy Trump

BENJAMIN ONG  |  TUESDAY, 23 OCT 2018
... China's Ministry of Finance and the State Administration of Taxation has just published the personal income tax deduction plan (the final version is scheduled to be released by the end of this year) expected to take effect on 1 January 2019. Similar ...

Bank-owned advice firm requests ASIC extension

DARREN SNYDER  |  MONDAY, 22 OCT 2018
... recommendations made by EY to further improve CFPL's systems, processes and controls. "CFPL is required by ASIC to submit a detailed plan setting out the specific actions that it will undertake to ensure that it addresses EY's findings and recommendations. ...

Infrastructure manager grows local team

KANIKA SOOD  |  MONDAY, 22 OCT 2018
A global infrastructure manager has hired from Clearview and Powerwrap as it expands its Australian team. RARE infrastructure has hired Hamish Bell to support its distribution team with investment and technical sales expertise. In his most recent role ...

TAL slashes jobs, cuts outbound sales

JAMIE WILLIAMSON  |  FRIDAY, 19 OCT 2018
... Awards last night, taking home the Term Life Award; Funeral Cover Level Premiums Award for the Insuranceline Final Expenses Plan; the Innovation Award for the Qantas Health and Wellness Focus and Wellbeing App; and the Marketer Overall Product Award ...

NobleOak wins best direct life insurer award

KARREN VERGARA  |  FRIDAY, 19 OCT 2018
... won the TPD Award for its Premium Life Direct - TPD Option Rider product; the Income Protection Award for its My Protection Plan - IP Cover; and the Customer Service Award for Life Companies. TAL Life also won four awards. It won the Term Life Award ...

NAB still unclear on true impact of misconduct

KANIKA SOOD  |  FRIDAY, 19 OCT 2018
... Thorburn said. At the start of the year, NAB had to compensate about 245,000 clients who were charged adviser services fee and plan service fees despite not providing any services. The bill was to be about $42 million. This week, it topped up its provisions ...